1,940 hedge funds and large institutions have $38B invested in 3M in 2023 Q1 according to their latest regulatory filings, with 133 funds opening new positions, 741 increasing their positions, 812 reducing their positions, and 220 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,940
Holders Change
-132
Holders Change %
-6.37%
% of All Funds
31.05%
Holding in Top 10
19
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-13.64%
% of All Funds
0.3%
New
133
Increased
741
Reduced
812
Closed
220
Calls
$886M
Puts
$1B
Net Calls
-$119M
Net Calls Change
-$187M
Name Holding Trade Value Shares
Change
Shares
Change %
LC
1426
Lindbrook Capital
California
$326K +$33.9K +386 +12%
TFO
1427
Tarbox Family Office
California
$325K -$1.32K -15 -0.4%
PAG
1428
Powers Advisory Group
Illinois
$325K +$264 +3 +0.1%
AWA
1429
Aaron Wealth Advisors
Illinois
$323K -$956K -10,881 -75%
WDC
1430
Woodward Diversified Capital
California
$323K +$791 +9 +0.2%
TGAM
1431
TBH Global Asset Management
Tennessee
$322K -$4.48K -51 -1%
IPW
1432
Inlet Private Wealth
Florida
$322K +$35.1K +399 +12%
NAG
1433
Northstar Advisory Group
New Jersey
$321K +$321K +3,649 New
WA
1434
WealthTrust Axiom
Pennsylvania
$321K -$15.7K -179 -5%
TSW
1435
Thompson Siegel & Walmsley
Virginia
$319K
FAG
1436
Financial Advisory Group
Texas
$318K
BFA
1437
Beaumont Financial Advisors
Massachusetts
$318K -$8.7K -99 -3%
HBT
1438
Hills Bank & Trust
Iowa
$317K +$5.19K +59 +2%
HFRG
1439
Houlihan Financial Resource Group
Virginia
$317K -$10.2K -116 -3%
CS
1440
Comerica Securities
Michigan
$317K -$618K -7,030 -66%
THWM
1441
Taylor Hoffman Wealth Management
Virginia
$317K +$317K +3,602 New
EFG
1442
Ethos Financial Group
Pennsylvania
$315K +$315K +3,590 New
CA
1443
Cresta Advisors
Texas
$315K +$105K +1,196 +50%
AT
1444
Avalon Trust
New Mexico
$315K +$315K +3,588 New
SMWM
1445
Silvia McColl Wealth Management
California
$315K -$15.7K -179 -5%
CFAM
1446
Coury Firm Asset Management
Pennsylvania
$315K +$30.3K +345 +11%
SB
1447
Strategic Blueprint
Georgia
$313K +$15.2K +173 +5%
WTA
1448
Washington Trust Advisors
Massachusetts
$313K -$17.5K -199 -5%
CCA
1449
Checchi Capital Advisers
California
$313K -$34.8K -396 -10%
FCA
1450
Fortis Capital Advisors
Kansas
$312K +$55.6K +633 +22%